Expertise

  • Pension Transfers
  • Investment
  • Retirement Planning
  • family protection
  • wealth preservation
  • investment planning
  • Pensions

Summary

I'm an adviser with Eaden Wealth Management, which is a Principle partner practice of St James's Place. St James's Place is a FTSE 100 company listed on the London stock exchange. We specialise in retirement planning,pensions, family or business protection, Tax and Estate planning. We take a very much relationship consultantive approach, with 30 years of experience in this field within the practice.  

RISK WARNING!

The value of pensions and investments can fall as well as rise. You may get back less than you invested.

 

Please feel free to click our website link below.

 


Experience

  • Eaden Wealth- Partner Practice of St. James's Place Wealth Management

    Financial Planning Manager
    2018 - Current
    Eaden Wealth- Partner Practice of St. James's Place Wealth Management

Education History

  • Secondary school

    Stokesley
    1981 - 1987
  • College

    Kirby College
    1987 - 1989

Qualifications

IFS University London

PETR Adv level 6 final salary pension specialist

CeLTCI Adv level 6 Financial Advice

2017

IFS University London
DIPFA Financial advice, Finance and Financial Management Services, Level 4
2016

CISI diploma in international investment compliance

2012


Clubs and Associations

Hash Harriers Zurich Switzerland

Thirsk and Sowerby Harriers

Zurich ex-pat


Interests and Hobbies

Running, Football, Walking


Email John

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